Preferred Portfolio Services

As independent financial professionals with over 45 years of combined industry experience, we are pleased to offer Preferred Portfolio Services® (PPS) to our clients. PPS is a resource that helps us build disciplined investment portfolios for many of our clients’ personal brokerage or IRA accounts.

PPS is a simple, pay-as-you-go program through a management fee based on a percentage of the assets you invest. No more confusing commission structures, long-term contingent deferred sales charges or rights of accumulation.

As Advisors on PPS accounts, we serve as a fiduciaries entrusted to act in our clients’ best interests, avoid conflicts of interest, fully disclose all material facts fully and to act with utmost good faith.

You can stay abreast of your account performance from anywhere on-line with Investor360® or through our enhanced quarterly statements.

Please call for a comprehensive review of your current portfolio to see if your investment accounts are in line with your objectives, what fees you might be paying and if we can help reduce these costs.

This communication is strictly intended for individuals residing in the states of CA, FL, IL, IN, KY, MI, NC, NY, OH, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.